iShares Russell 2000 Value EIWNETF
13F holders, Q2 2026 (June 30)1,081holders +46
90new positions
44sold out
6famous investors
$221.11avg. 13F price*
At the end of Q2 2026, 1,081 institutions reported holding iShares Russell 2000 Value E (IWN) in their 13F filings, up 46 from Q1 2026. 90 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($1.4B), Morgan Stanley ($937.6M) and Envestnet Asset Management Inc. ($473.0M). 6 famous investors held it, including John W. Rogers Jr. (0.2% of Ariel Investments's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares Russell 2000 Value E
- CUSIP
- 464287630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $82.7M |
| Exits | 44 | $132.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,105,272 shares bought and 2,822,673 shares sold, net −717,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,081 holders
| Bank of America Corp. | 0.09% | Add +1.0% | 6,186,337 | $1.4B |
| Morgan Stanley | 0.05% | Reduce -2.8% | 4,238,800 | $937.6M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -0.3% | 2,138,426 | $473.0M |
| TIAA Wealth Investment Management LLC | 2.21% | Reduce -3.2% | 1,495,599 | $330.9M |
| D.A. Davidson & Co. | 1.57% | Add +0.6% | 1,281,525 | $283.5M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.93% | Add +1.5% | 1,218,672 | $269.6M |
| M&T Bank Corp | 0.78% | Add +16.0% | 1,198,061 | $265.0M |
| LPL Financial LLC | 0.06% | Add +9.8% | 1,166,269 | $258.0M |
| PNC Financial Services Group, Inc. | 0.12% | Reduce -0.9% | 1,090,896 | $241.3M |
| Vaughan Nelson Investment Management, L.P. | 1.72% | Reduce -20.9% | 876,999 | $194.0M |
| Wells Fargo & Company | 0.03% | Reduce -1.2% | 866,095 | $191.6M |
| HSBC Holdings PLC | 0.09% | Add +0.4% | 862,739 | $190.8M |
| UBS Group AG | 0.03% | Reduce -8.7% | 766,604 | $169.6M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -4.7% | 756,672 | $167.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -4.3% | 696,081 | $154.0M |
| Cassaday & Co Wealth Management LLC | 2.72% | Add +1.5% | 654,442 | $144.8M |
| Betterment LLC | 0.24% | Reduce -3.8% | 646,889 | $143.1M |
| Northern Trust Corp. | 0.02% | Reduce -1.3% | 599,858 | $132.7M |
| Royal Bank of Canada | 0.02% | Reduce -11.4% | 490,973 | $108.6M |
| Bailard, Inc. | 2.19% | Add +617.1% | 485,652 | $107.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -2.0% | 454,981 | $100.7M |
| Raymond James Financial Inc. | 0.03% | Reduce -3.3% | 433,434 | $95.9M |
| Pathstone Holdings, LLC | 0.26% | Reduce -2.0% | 406,524 | $89.9M |
| Badgley Phelps Wealth Managers, LLC | 1.54% | Add +2.0% | 397,941 | $88.0M |
| Focus Partners Wealth | 0.07% | Reduce -3.0% | 329,024 | $72.8M |
| Wellington Management Group LLP | 0.01% | Add +138.7% | 325,490 | $72.0M |
| Jones Financial Companies LLLP | 0.03% | Add +5.0% | 316,264 | $70.0M |
| Commerce Bank | 0.30% | Reduce -3.5% | 310,507 | $68.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.1% | 278,097 | $61.5M |
| Cetera Investment Advisers | 0.05% | Add +3.4% | 258,987 | $57.3M |
| MAI Capital Management | 0.22% | Add +0.1% | 257,908 | $57.0M |
| Sei Investments Co. | 0.05% | Reduce -2.6% | 251,170 | $55.6M |
| Choreo, LLC | 0.59% | Reduce -0.3% | 243,333 | $53.8M |
| Whittier Trust Co. | 0.52% | Add +20.5% | 240,327 | $53.3M |
| Stephens Group Asset Management, LLC | 2.92% | Reduce -1.6% | 233,866 | $51.7M |
| AMG National Trust Bank | 1.06% | Reduce -2.0% | 233,018 | $51.5M |
| Comprehensive Financial Management LLC | 1.67% | No change | 230,481 | $51.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.8% | 219,517 | $48.8M |
| Brown Advisory Inc. | 0.07% | Reduce -2.9% | 206,035 | $45.6M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -1.0% | 197,501 | $43.7M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -0.2% | 188,771 | $41.8M |
| FMR LLC | 0.00% | Add +4.8% | 185,568 | $41.0M |
| Fifth Third Bancorp | 0.06% | Reduce -2.7% | 177,121 | $39.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -16.2% | 176,936 | $38.9M |
| US Bancorp \de | 0.04% | Reduce -0.3% | 175,233 | $38.8M |
| Waldron Private Wealth LLC | 1.25% | Reduce -2.3% | 162,783 | $36.0M |
| Mariner, LLC | 0.04% | Reduce -0.6% | 158,339 | $35.0M |
| Arax Advisory Partners | 0.23% | Add +36.9% | 155,456 | $34.3M |
| Osaic Holdings, Inc. | 0.04% | Add +16.5% | 151,968 | $33.6M |
| BNP Paribas Financial Markets | 0.02% | Add +11.1% | 151,230 | $33.5M |
| Susquehanna International Group, LLP | 0.03% | Add +689.4% | 150,704 | $33.3M |
| Bank of Montreal | 0.01% | Reduce -4.4% | 147,412 | $32.6M |
| Pure Financial Advisors, LLC | 0.42% | Reduce -0.3% | 147,065 | $32.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.10% | Reduce -39.2% | 141,743 | $31.4M |
| WoodTrust Financial Corp | 3.47% | Reduce -7.2% | 132,146 | $29.2M |
| Johnson Investment Counsel Inc. | 0.21% | Reduce -7.8% | 132,012 | $29.2M |
| Whittier Trust Co. of Nevada Inc. | 0.54% | Add +19.3% | 131,921 | $29.0M |
| Courier Capital LLC | 1.44% | Reduce -15.6% | 130,333 | $28.8M |
| Modera Wealth Management, LLC | 0.31% | Reduce -0.4% | 130,222 | $28.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -2.6% | 128,463 | $28.4M |
| Jupiter Topco LLC | 0.01% | — | 125,708 | $27.8M |
| Truist Financial Corp. | 0.03% | Reduce -11.6% | 124,455 | $27.5M |
| AQR Capital Management | 0.01% | Add +11.4% | 121,763 | $26.9M |
| Corient Private Wealth LP | 0.04% | Add +9.8% | 119,244 | $26.4M |
| Captrust Financial Advisors | 0.04% | Add +6.3% | 117,434 | $26.0M |
| Natixis Advisors, LLC | 0.03% | Reduce -42.7% | 116,250 | $25.7M |
| Powell Investment Advisors, LLC | 8.05% | Reduce -0.2% | 115,249 | $25.5M |
| BlackRock, Inc. | 0.00% | Reduce -18.3% | 113,932 | $25.2M |
| Flow Traders U.S. LLC | 1.00% | Add +15.9% | 109,004 | $24.1M |
| Cerity Partners LLC | 0.03% | Add +1.3% | 106,257 | $23.5M |
| Zhang Financial LLC | 0.63% | Reduce -1.4% | 97,906 | $21.7M |
| Victory Capital Management Inc. | 0.01% | Add +0.4% | 96,000 | $21.2M |
| Elite Financial, Inc. | 8.54% | Reduce -0.9% | 95,544 | $21.1M |
| National Bank of Canada | 0.02% | Add +1.8% | 92,482 | $20.5M |
| Pinnacle Financial Partners, Inc. | 0.14% | Reduce -0.1% | 92,369 | $20.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -0.8% | 90,894 | $20.1M |
| Creative Planning | 0.01% | Add +1.3% | 90,616 | $20.0M |
| Savant Capital, LLC | 0.06% | Add +3.5% | 87,713 | $19.4M |
| Fiduciary Trust Co | 0.21% | Reduce -0.9% | 87,471 | $19.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -25.8% | 85,664 | $18.9M |
| Hilltop Partners LLC | 4.47% | New | 83,327 | $18.4M |
| Alliancebernstein L.P. | 0.01% | Add +0.7% | 93,167 | $17.7M |
| Aspiriant, LLC | 0.43% | Reduce -0.6% | 79,419 | $17.6M |
| Waverly Advisors, LLC | 0.10% | Reduce -1.3% | 78,706 | $17.4M |
| Ariel Investments | 0.17% | Add +17.2% | 76,697 | $17.0M |
| Wealthspire Advisors, LLC | 0.09% | Add +0.7% | 76,439 | $16.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +15.6% | 75,271 | $16.6M |
| Stifel Financial Corp. | 0.01% | Add +9.1% | 75,085 | $16.6M |
| Strategic Equity Management | 5.43% | Add +6.7% | 73,135 | $16.2M |
| Thompson Siegel & Walmsley LLC | 0.29% | Reduce -13.9% | 72,054 | $15.9M |
| Silvercrest Asset Management Group LLC | 0.10% | Reduce -21.4% | 71,760 | $15.9M |
| Moneta Group Investment Advisors LLC | 0.12% | Reduce -1.7% | 70,287 | $15.5M |
| Hillcrest Wealth Advisors - NY, LLC | 5.54% | Reduce -0.8% | 70,047 | $15.5M |
| Jasper Ridge Partners, L.P. | 0.31% | Reduce -79.3% | 66,631 | $14.7M |
| Tiaa Trust, National Association | 0.87% | Reduce -1.1% | 66,250 | $14.7M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -19.7% | 65,608 | $14.5M |
| Cresset Asset Management, LLC | 0.05% | Add +7.3% | 65,424 | $14.5M |
| Stephens Inc. | 0.15% | Add +4.0% | 61,531 | $13.6M |
| NewEdge Advisors, LLC | 0.04% | Add +105.7% | 61,284 | $13.6M |
| Sonata Capital Group Inc. | 4.32% | Reduce -0.7% | 60,479 | $13.4M |
| LBJ Family Wealth Advisors, Ltd. | 6.78% | Reduce -0.7% | 60,110 | $13.3M |
| Harbor Investment Advisory, LLC | 0.93% | Add +0.0% | 60,119 | $13.3M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +3.2% | 58,237 | $12.9M |
| Leeward Investments, LLC - MA | 0.59% | Add +2.9% | 58,194 | $12.9M |
| First Horizon Corp. | 0.49% | Reduce -0.9% | 57,924 | $12.8M |
| Shapiro Capital Management LLC | 0.77% | Reduce -8.7% | 57,200 | $12.7M |
| Allworth Financial LP | 0.05% | Reduce -54.6% | 57,125 | $12.6M |
| Keybank National Association | 0.04% | Add +3.0% | 56,104 | $12.4M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -1.9% | 55,270 | $12.2M |
| Blair William & Co. | 0.03% | Reduce -0.1% | 54,715 | $12.1M |
| Franklin Resources Inc. | 0.00% | Reduce -26.4% | 54,331 | $12.0M |
| Corundum Group, Inc. | 3.48% | Reduce -0.8% | 53,073 | $11.7M |
| Navigation Group, LLC | 2.27% | Add +0.3% | 52,829 | $11.7M |
| Marion Wealth Management | 2.32% | Reduce -1.1% | 51,511 | $11.4M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1.47% | No change | 50,500 | $11.2M |
| CIBC Bancorp USA Inc. | 0.01% | Reduce -3.4% | 49,463 | $11.0M |
| RTD Financial Advisors, Inc. | 1.19% | Reduce -7.1% | 49,468 | $10.9M |
| HB Wealth Management, LLC | 0.06% | Add +3.8% | 48,958 | $10.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -9.8% | 48,074 | $10.6M |
| Idaho Trust Co | 3.06% | Add +5.7% | 47,340 | $10.5M |
| Advisors Preferred, LLC | 1.54% | Add +2402.9% | 44,953 | $9.9M |
| Sanctuary Advisors, LLC | 0.05% | Add +8.7% | 43,886 | $9.7M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -0.7% | 43,286 | $9.6M |
| Viewpoint Capital Management LLC | 4.87% | Reduce -10.5% | 43,186 | $9.6M |
| Baker Avenue Asset Management, LP | 0.18% | Add +3.3% | 42,469 | $9.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.7% | 41,926 | $9.3M |
| Moneywise, Inc. | 3.31% | Add +11.0% | 40,123 | $8.9M |
| Nomura Asset Management International Inc. | 0.01% | New | 39,818 | $8.8M |
| CM Wealth Advisors LLC | 1.59% | Reduce -3.2% | 39,804 | $8.8M |
| New South Capital Management Inc. | 0.38% | Add +157.4% | 39,415 | $8.7M |
| Public Employees Retirement System of Ohio | 0.03% | Add +157.4% | 39,415 | $8.7M |
| Hancock Whitney Corp. | 0.14% | Reduce -0.0% | 39,172 | $8.7M |
| Fortis Group Advisors, LLC | 1.38% | Reduce -0.0% | 39,164 | $8.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -9.9% | 39,100 | $8.6M |
| Summit Financial, LLC | 0.09% | Add +11.1% | 38,649 | $8.5M |
| United Asset Strategies, Inc. | 0.60% | Reduce -0.4% | 38,516 | $8.5M |
| LWM Advisors Inc. | 7.28% | Reduce -0.7% | 38,500 | $8.5M |
| OFS Enterprise LLC | 2.14% | Reduce -1.2% | 37,848 | $8.4M |
| Segall Bryant & Hamill, LLC | 0.10% | Add +5.8% | 37,185 | $8.2M |
| Integrated Investment Consultants, LLC | 1.56% | Add +6.7% | 35,777 | $7.9M |
| Brookstone Capital Management | 0.08% | Add +15.6% | 35,644 | $7.9M |
| Foundation Wealth Management, LLC | 4.83% | Reduce -4.3% | 35,378 | $7.8M |
| Jane Street Group, LLC | 0.01% | Reduce -45.7% | 35,369 | $7.8M |
| MML Investors Services, LLC | 0.02% | Add +21.6% | 35,006 | $7.7M |
| Harbour Investments, Inc. | 0.10% | Reduce -0.0% | 34,815 | $7.7M |
| Droms Strauss Advisors Inc. /Mo/ | 1.73% | Reduce -2.2% | 34,475 | $7.6M |
| Independent Family Office, LLC | 3.06% | Add +0.1% | 34,436 | $7.6M |
| One Capital Management, LLC | 0.21% | No change | 39,792 | $7.5M |
| Venture Visionary Partners LLC | 0.21% | Add +3.3% | 34,039 | $7.5M |
| Tower Research Capital LLC (TRC) | 0.18% | Reduce -45.0% | 33,929 | $7.5M |
| Titleist Asset Management, LLC | 0.51% | Add +6.2% | 33,924 | $7.5M |
| Fuller & Thaler Asset Management, Inc. | 0.02% | Reduce -52.8% | 33,009 | $7.3M |
| Aristotle Capital Boston, LLC | 0.49% | Add +20.8% | 32,804 | $7.3M |
| XML Financial, LLC | 0.52% | Add +1.1% | 32,424 | $7.2M |
| Hudson Bay Capital Management LP | 0.04% | Add +11.9% | 31,637 | $7.0M |
| Royce & Associates LP | 0.06% | Reduce -17.2% | 30,982 | $6.9M |
| Glenmede Trust Co. NA | 0.03% | Add +0.0% | 30,949 | $6.8M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -4.5% | 30,804 | $6.8M |
| Stevens Capital Partners | 1.28% | Add +7.8% | 30,437 | $6.7M |
| Instrumental Wealth, LLC | 3.41% | Add +5.6% | 30,417 | $6.7M |
| Brooklyn FI, LLC | 1.23% | Reduce -2.3% | 30,065 | $6.7M |
| Assetmark, Inc. | 0.01% | Add +77.4% | 30,026 | $6.6M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 30,000 | $6.6M |
| Avantax Planning Partners, Inc. | 0.16% | Reduce -2.4% | 29,847 | $6.6M |
| Mullaney, Keating & Wright, Inc. | 3.15% | Reduce -0.1% | 29,482 | $6.5M |
| McLean Asset Management Corp | 0.85% | Reduce -2.3% | 29,030 | $6.4M |
| Prudential Financial Inc. | 0.01% | Reduce -19.0% | 29,025 | $6.4M |
| Rwa Wealth Partners, LLC | 0.06% | Reduce -3.9% | 28,903 | $6.4M |
| Financial Synergies Wealth Advisors, Inc. | 0.54% | Reduce -0.5% | 28,554 | $6.3M |
| Zions Bancorporation, National Association | 0.38% | Reduce -17.1% | 28,554 | $6.3M |
| InvesTrust | 2.40% | Reduce -0.1% | 28,181 | $6.2M |
| MidFirst Bank | 0.44% | Reduce -0.6% | 28,046 | $6.2M |
| Boston Partners | 0.01% | Reduce -26.0% | 28,006 | $6.2M |
| Fell Capital Management | 5.07% | Add +5.8% | 27,215 | $6.0M |
| Oxford Financial Group, LTD. LLC | 0.30% | No change | 26,855 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Add +23.1% | 26,590 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.8% | 26,496 | $5.9M |
| Equitable Holdings, Inc. | 0.03% | Reduce -52.4% | 26,394 | $5.8M |
| Wesbanco Bank Inc. | 0.14% | Reduce -4.1% | 26,243 | $5.8M |
| Tocqueville Asset Management L.P. | 0.08% | Reduce -1.3% | 25,951 | $5.7M |
| Sentinel Wealth Management, Inc. | 4.05% | Reduce -0.8% | 25,949 | $5.7M |
| Noble Family Wealth, LLC | 1.01% | Reduce -0.3% | 25,619 | $5.7M |
| Whitegate Investment Counselors, Inc. | 1.55% | Add +0.2% | 24,680 | $5.5M |
| Blueline Advisors LLC | 3.72% | Add +6.7% | 24,314 | $5.4M |
| Strategic Financial Partners, Ltd. | 1.99% | New | 23,822 | $5.3M |
| Global Retirement Partners, LLC | 0.08% | — | 23,660 | $5.2M |
| RPg Family Wealth Advisory, LLC | 0.85% | Add +0.8% | 23,120 | $5.1M |
| Risk Paradigm Group, LLC | 4.00% | Add +0.9% | 23,082 | $5.1M |
| Compass Capital Management, Inc. | 0.30% | New | 22,757 | $5.0M |
| Geneos Wealth Management Inc. | 0.10% | Add +10.9% | 22,635 | $5.0M |
| Arkadios Wealth Advisors | 0.08% | Reduce -1.9% | 22,620 | $5.0M |
| Bokf, NA | 0.07% | Reduce -3.1% | 22,528 | $5.0M |
| City Holding Co. | 0.56% | Add +0.3% | 22,445 | $5.0M |
| Parkside Financial Bank & Trust | 0.34% | Reduce -2.1% | 22,409 | $5.0M |
| Wealthfront Advisers LLC | 0.01% | Add +8.5% | 22,218 | $4.9M |
| Lido Advisors, LLC | 0.02% | Reduce -15.6% | 21,542 | $4.8M |
| Farther Finance Advisors, LLC | 0.04% | Add +5.9% | 21,481 | $4.8M |
| Bare Financial Services, Inc | 1.08% | No change | 21,335 | $4.7M |
| Integrated Wealth Concepts LLC | 0.03% | Add +13.7% | 21,117 | $4.7M |
| Northwest Wealth Management, LLC | 0.60% | No change | 20,676 | $4.6M |
| Sterling Capital Management LLC | 0.08% | Reduce -38.6% | 20,614 | $4.6M |
| Summit Wealth Group LLC / Co. | 0.38% | Add +3.2% | 20,545 | $4.5M |
| Bridges Investment Management Inc. | 0.06% | No change | 20,507 | $4.5M |
| Atlas Brown,Inc. | 1.19% | Reduce -0.0% | 20,079 | $4.4M |
| BBR Partners, LLC | 0.21% | Add +8.5% | 20,014 | $4.4M |
| Texas Yale Capital Corp. | 0.10% | No change | 19,889 | $4.4M |
| Moran Wealth Management, LLC | 0.12% | New | 19,356 | $4.3M |
| Northwest Bancshares, Inc. | 0.76% | New | 19,185 | $4.2M |
| Merit Financial Group, LLC | 0.03% | Reduce -0.3% | 19,061 | $4.2M |
| Foundation Wealth Management, LLC\PA | 1.22% | Reduce -0.8% | 18,209 | $4.0M |
| Prosperity Planning, Inc. | 1.27% | Reduce -2.6% | 17,945 | $4.0M |
| Midwest Professional Planners, LTD. | 0.78% | Reduce -5.0% | 17,915 | $4.0M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.7% | 17,868 | $4.0M |
| NewEdge Wealth, LLC | 0.04% | Add +212.2% | 17,800 | $3.9M |
| Sierra Capital LLC | 0.38% | Add +0.0% | 17,742 | $3.9M |
| Tobias Financial Advisors, Inc. | 0.50% | Reduce -0.7% | 17,727 | $3.9M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -3.1% | 17,595 | $3.9M |
| Investment Partners, LTD. | 1.22% | Add +2.3% | 17,594 | $3.9M |
| AE Wealth Management LLC | 0.02% | Add +14.4% | 17,506 | $3.9M |
| First Foundation Advisors | 0.14% | Add +9.7% | 17,245 | $3.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -14.0% | 17,134 | $3.8M |
| D. E. Shaw & Co. | 0.00% | Reduce -68.6% | 17,021 | $3.8M |
| GHP Investment Advisors, Inc. | 0.14% | Add +0.5% | 16,945 | $3.7M |
| GTS Securities LLC | 0.08% | Reduce -69.5% | 16,929 | $3.7M |
| Millennium Management | 0.00% | Add +153.4% | 16,706 | $3.7M |
| Facet Wealth, Inc. | 0.05% | Reduce -45.1% | 16,634 | $3.7M |
| &partners | 0.01% | Add +23.4% | 15,925 | $3.5M |
| Ticino Wealth | 1.11% | Add +17.2% | 15,919 | $3.5M |
| Midwest Trust Co | 0.04% | Reduce -3.5% | 15,839 | $3.5M |
| Clearstead Advisors, LLC | 0.03% | Add +6.5% | 15,811 | $3.5M |
| Finley Financial, LLC | 1.38% | No change | 15,540 | $3.4M |
| Visionary Wealth Advisors | 0.13% | Reduce -6.5% | 15,436 | $3.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -2.7% | 15,406 | $3.4M |
| Stock Yards Bank & Trust Co. | 0.10% | Reduce -1.9% | 15,355 | $3.4M |
| Asset Management Group, Inc. | 0.49% | Reduce -1.0% | 15,279 | $3.4M |
| Kelsey Financial, LLC | 2.54% | Add +2.7% | 15,110 | $3.3M |
| Wealth Architects, LLC | 0.26% | No change | 14,890 | $3.3M |
| Alamar Capital Management, LLC | 1.64% | Add +5.2% | 14,655 | $3.2M |
| Quantinno Capital Management LP | 0.00% | Add +33.3% | 14,600 | $3.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.7% | 14,530 | $3.2M |
| Klingman & Associates, LLC | 0.13% | No change | 14,297 | $3.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -0.3% | 14,293 | $3.2M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Add +0.3% | 14,167 | $3.1M |
| Roundview Capital LLC | 0.17% | No change | 13,726 | $3.0M |
| Brady Martz Wealth Solutions, LLC | 0.45% | Add +0.3% | 13,546 | $3.0M |
| Hardy Reed LLC | 0.19% | No change | 13,312 | $2.9M |
| Dorsey & Whitney Trust CO LLC | 0.14% | No change | 13,283 | $2.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +0.2% | 13,239 | $2.9M |
| LMG Wealth Partners, LLC | 0.47% | No change | 13,166 | $2.9M |
| WealthPlan Investment Management, LLC | 0.14% | Add +1.2% | 13,073 | $2.9M |
| BHK Investment Advisors, LLC | 0.86% | Add +0.4% | 13,021 | $2.9M |
| Snowden Capital Advisors LLC | 0.07% | Add +11.9% | 12,981 | $2.9M |
| First National Bank of Omaha | 0.08% | Reduce -0.3% | 12,891 | $2.9M |
| Washington Trust Bank | 0.20% | No change | 12,786 | $2.8M |
| Allegheny Financial Group | 0.30% | Add +0.7% | 12,744 | $2.8M |
| Regions Financial Corp. | 0.02% | Add +6.5% | 12,714 | $2.8M |
| Vance Wealth, LLC | 0.63% | Reduce -1.3% | 12,667 | $2.8M |
| Tradition Wealth Management, LLC | 0.17% | Reduce -0.1% | 12,579 | $2.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +110.8% | 12,496 | $2.8M |
| Penobscot Investment Management Company, Inc. | 0.19% | Reduce -0.5% | 12,347 | $2.7M |
| Atlas Capital Advisors Inc. | 0.30% | Reduce -0.1% | 12,316 | $2.7M |
| J2 Capital Management Inc | 1.83% | Add +34.3% | 12,297 | $2.7M |
| Meramec Financial Planners, LLC | 0.99% | Reduce -7.8% | 12,210 | $2.7M |
| Parallel Advisors, LLC | 0.04% | Add +1.3% | 12,247 | $2.7M |
| Cibc World Market Inc. | 0.00% | Add +362.0% | 12,188 | $2.7M |
| Towerpoint Wealth, LLC | 0.93% | Reduce -1.1% | 12,080 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +28.0% | 12,054 | $2.7M |
| Mb, Levis & Associates, LLC | 0.97% | Add +0.3% | 11,890 | $2.6M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -3.8% | 11,888 | $2.6M |
| Farmers & Merchants Investments Inc. | 0.06% | No change | 11,858 | $2.6M |
| Onyx Bridge Wealth Group LLC | 0.23% | New | 11,739 | $2.6M |
| FAS Wealth Partners, Inc. | 0.13% | Add +0.5% | 11,663 | $2.6M |
| HRT Financial LP | 0.00% | New | 11,541 | $2.6M |
| Advisory Services Network, LLC | 0.03% | Reduce -25.6% | 11,471 | $2.5M |
| Pointe Capital Management LLC | 1.12% | Add +0.9% | 11,300 | $2.5M |
| Performa Ltd (US), LLC | 0.40% | Reduce -7.6% | 11,084 | $2.5M |
| SVB Wealth LLC | 0.15% | Reduce -18.5% | 11,058 | $2.4M |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.99% | Add +4.5% | 11,049 | $2.4M |
| Wealth Advisory Solutions, LLC | 0.49% | Add +3.3% | 10,715 | $2.4M |
| Falcon Wealth Planning | 0.15% | Reduce -0.8% | 10,575 | $2.3M |
| SkyOak Wealth, LLC | 0.38% | Reduce -12.7% | 10,538 | $2.3M |
| JMG Financial Group, Ltd. | 0.06% | Reduce -1.1% | 10,479 | $2.3M |
| Addison Capital Co | 0.37% | Reduce -0.8% | 10,244 | $2.3M |
| Squire Investment Management Company, LLC | 0.54% | Add +0.4% | 10,189 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +432.0% | 10,182 | $2.3M |
| Atria Investments, Inc | 0.02% | Add +200.3% | 10,147 | $2.2M |
| Nwam LLC | 0.11% | Add +0.9% | 10,126 | $2.2M |
| Quadrant Capital Group LLC | 0.06% | No change | 10,056 | $2.2M |
| Atlantic Union Bankshares Corp | 0.04% | Reduce -0.1% | 10,009 | $2.2M |
| Wilmington Savings Fund Society, FSB | 0.05% | Reduce -6.1% | 9,991 | $2.2M |
| Vawter Financial, Ltd. | 0.83% | Reduce -0.9% | 9,931 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.1% | 9,930 | $2.2M |
| Legacy Edge Advisors, LLC | 0.20% | Reduce -0.8% | 9,783 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -7.1% | 9,756 | $2.2M |
| Sax Wealth Advisors, LLC | 0.09% | Add +287.8% | 11,371 | $2.2M |
| Vanguard National Trust Co | 0.12% | Add +0.3% | 9,710 | $2.1M |
| Interactive Financial Advisors, Inc. | 1.30% | Reduce -7.5% | 9,909 | $2.1M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -7.2% | 9,657 | $2.1M |
| Weinberger Asset Management, Inc | 0.68% | Reduce -3.5% | 9,639 | $2.1M |
| Toronto Dominion Bank | 0.00% | Reduce -4.6% | 9,612 | $2.1M |
| Eukles Asset Management | 0.87% | Add +13.8% | 9,528 | $2.1M |
| Park Avenue Securities LLC | 0.01% | Add +0.3% | 9,476 | $2.1M |
| First Manhattan Co. Llc. | 0.01% | Add +4.0% | 9,410 | $2.1M |
| MV Capital Management, Inc. | 0.18% | Add +2.3% | 9,337 | $2.1M |
| Blue Trust, Inc. | 0.02% | Reduce -13.4% | 9,316 | $2.1M |
| Legacy Bridge, LLC | 0.63% | Reduce -0.5% | 9,285 | $2.1M |
| Cornerstone Wealth Management, LLC | 0.09% | Add +4.3% | 9,154 | $2.0M |
| Diversify Advisory Services, LLC | 0.03% | New | 9,114 | $2.0M |
| Diversify Wealth Management, LLC | 0.03% | Add +148.9% | 9,114 | $2.0M |
| Fidelis Capital Partners, LLC | 0.12% | Add +3.2% | 9,095 | $2.0M |
| Nest Investments, LLC | 1.53% | Reduce -0.2% | 9,084 | $2.0M |
| Wealth Dimensions Group, Ltd. | 0.36% | Reduce -3.0% | 9,080 | $2.0M |
| Berkshire Asset Management LLC | 0.08% | Reduce -0.1% | 9,032 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -14.2% | 8,967 | $2.0M |
| Atlas Legacy Advisors, LLC | 0.29% | Add +1.7% | 8,899 | $2.0M |
| Cozad Asset Management Inc. | 0.13% | Add +3.3% | 8,881 | $2.0M |
| SilverOak Wealth Management LLC | 0.25% | Reduce -0.5% | 8,859 | $2.0M |
| Graves Light Lenhart Wealth, Inc. | 0.18% | Reduce -1.0% | 8,797 | $1.9M |
| Relyea Zuckerberg Hanson LLC | 0.16% | Add +2.7% | 8,752 | $1.9M |
| Rehmann Capital Advisory Group | 0.09% | Add +10.3% | 8,665 | $1.9M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.3% | 8,608 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +1.0% | 8,562 | $1.9M |
| HBK Sorce Advisory LLC | 0.04% | Reduce -12.9% | 8,367 | $1.9M |
| IFP Advisors, Inc | 0.03% | Add +48.6% | 8,502 | $1.9M |
| Luts & Greenleigh Group, Inc. | 1.42% | Reduce -0.1% | 8,472 | $1.9M |
| Windward Private Wealth Management Inc. | 0.59% | Reduce -5.5% | 8,292 | $1.8M |
| Jefferies Financial Group Inc. | 0.02% | New | 8,229 | $1.8M |
| 626 Financial, LLC | 0.71% | Add +0.5% | 8,151 | $1.8M |
| Stordahl Capital Management, Inc. | 0.33% | Reduce -1.2% | 8,150 | $1.8M |
| Retirement Planning Group, LLC | 0.05% | Reduce -4.7% | 8,121 | $1.8M |
| Ieq Capital, LLC | 0.01% | Reduce -77.6% | 7,977 | $1.8M |
| Meridian Wealth Management, LLC | 0.05% | Add +0.1% | 7,858 | $1.7M |
| Altiora Financial Group, LLC | 0.27% | No change | 7,831 | $1.7M |
| Argent Trust Co | 0.05% | No change | 7,805 | $1.7M |
| Villanova Investment Management Co LLC | 1.62% | Reduce -25.1% | 7,738 | $1.7M |
| American Financial Advisors, LLC | 0.21% | Reduce -7.7% | 7,721 | $1.7M |
| Veery Capital, LLC | 0.46% | Reduce -0.6% | 7,702 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Reduce -56.8% | 7,643 | $1.7M |
| Frederick Financial Consultants, LLC | 0.72% | Reduce -0.0% | 7,625 | $1.7M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Reduce -2.4% | 7,625 | $1.7M |
| OpenArc Corporate Advisory, LLC | 0.02% | Add +16.4% | 7,579 | $1.7M |
| Smartleaf Asset Management LLC | 0.05% | No change | 7,566 | $1.7M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +3.0% | 7,488 | $1.7M |
| Rothschild Capital Partners, LLC | 0.35% | New | 7,395 | $1.6M |
| Saxon Interests, Inc. | 0.45% | Add +51.4% | 7,296 | $1.6M |
| Morris Financial Concepts, Inc. | 0.49% | Reduce -0.1% | 7,289 | $1.6M |
| Pittenger & Anderson Inc. | 0.06% | No change | 7,125 | $1.6M |
| PDS Planning, Inc | 0.09% | Add +1.5% | 7,096 | $1.6M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Reduce -5.1% | 7,080 | $1.6M |
| Rodgers & Associates, LTD | 0.14% | Reduce -4.9% | 7,021 | $1.6M |
| Paces Ferry Wealth Advisors, LLC | 0.58% | Reduce -1.6% | 6,976 | $1.5M |
| Anchor Capital Advisors LLC | 0.04% | Add +23.8% | 6,961 | $1.5M |
| Valeo Financial Advisors, LLC | 0.03% | Add +7.6% | 6,939 | $1.5M |
| Cornerstone Wealth Advisors, Inc. | 0.32% | Reduce -4.9% | 6,906 | $1.5M |
| Heck Capital Advisors, LLC | 0.09% | Reduce -3.0% | 6,875 | $1.5M |
| Greenspring Advisors, LLC | 0.08% | Reduce -0.2% | 6,722 | $1.5M |
| Harbour Capital Advisors, LLC | 0.27% | Reduce -7.8% | 6,755 | $1.5M |
| Lowery Thomas, LLC | 0.72% | Reduce -1.2% | 6,666 | $1.5M |
| Aletheian Wealth Advisors LLC | 0.62% | Add +2.9% | 6,552 | $1.4M |
| HighMark Wealth Management LLC | 0.48% | Add +7.6% | 6,475 | $1.4M |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +1.7% | 6,468 | $1.4M |
| Private Wealth Asset Management, LLC | 0.14% | No change | 6,463 | $1.4M |
| LMCG Investments, LLC | 0.08% | Reduce -1.4% | 6,441 | $1.4M |
| Performance Wealth Partners, LLC | 0.04% | No change | 6,431 | $1.4M |
| Earnest Partners LLC | 0.01% | Reduce -7.9% | 6,369 | $1.4M |
| Insight 2811, Inc. | 0.56% | Add +0.2% | 6,250 | $1.4M |
| Calydon Capital | 0.20% | Add +0.3% | 6,243 | $1.4M |
| VestGen Advisors, LLC | 0.04% | Add +0.5% | 6,179 | $1.4M |
| Allstreet Capital Advisors LLC | 0.88% | Add +13.8% | 6,131 | $1.4M |
| Evanson Financial, LLC | 0.07% | — | 6,061 | $1.3M |
| Founders Financial Securities LLC | 0.07% | Reduce -0.3% | 6,052 | $1.3M |
| Grey Fox Wealth Advisors, LLC | 0.21% | Reduce -0.9% | 6,008 | $1.3M |
| First Bancorp, Inc | 0.52% | No change | 6,000 | $1.3M |
| Ameritas Advisory Services, LLC | 0.03% | Add +245.0% | 5,972 | $1.3M |
| Gallagher Fiduciary Advisors, LLC | 0.04% | Add +27.2% | 5,903 | $1.3M |
| Disciplined Investments, LLC | 0.42% | Add +0.3% | 5,873 | $1.3M |
| McAdam, LLC | 0.05% | Reduce -48.2% | 5,838 | $1.3M |
| Crescent Grove Advisors, LLC | 0.11% | No change | 5,835 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -9.6% | 5,822 | $1.3M |
| Coppell Advisory Solutions LLC | 0.11% | New | 456 | $1.3M |
| Blue Bell Private Wealth Management, LLC | 0.16% | No change | 5,784 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -34.0% | 5,718 | $1.3M |
| Highland Capital Management, LLC | 0.06% | No change | 5,716 | $1.3M |
| Carnegie Investment Counsel | 0.03% | Add +1.9% | 5,700 | $1.3M |
| Harbor Capital Advisors, Inc. | 0.09% | Reduce -26.2% | 5,678 | $1.3M |
| Citizens Financial Group Inc. | 0.01% | Add +10.4% | 5,612 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +153.9% | 5,588 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -18.6% | 5,568 | $1.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.0% | 5,508 | $1.2M |
| Bright Futures Wealth Management, LLC. | 0.79% | New | 5,504 | $1.2M |
| Affinity Capital Advisors, LLC | 0.15% | No change | 5,471 | $1.2M |
| Integrated Advisors Network LLC | 0.06% | Add +0.9% | 5,460 | $1.2M |
| Maxele Advisors, LLC | 0.84% | — | 5,434 | $1.2M |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Reduce -4.7% | 5,428 | $1.2M |
| Financial Guidance Group, Inc. | 0.45% | Reduce -13.3% | 5,410 | $1.2M |
| James Investment Research, Inc. | 0.12% | Reduce -8.0% | 5,393 | $1.2M |
| Money Concepts Capital Corp. | 0.06% | Reduce -0.1% | 5,371 | $1.2M |
| Equitable Trust Co. | 0.05% | Add +28.2% | 5,370 | $1.2M |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | Reduce -4.9% | 5,328 | $1.2M |
| BIP Wealth, LLC | 0.03% | Add +24.8% | 5,323 | $1.2M |
| Horizon Investments, LLC | 0.01% | Reduce -50.2% | 5,320 | $1.2M |
| Paragon Financial Partners, Inc. | 0.63% | Add +0.2% | 5,303 | $1.2M |
| Clarion Wealth Managment Partners, LLC | 0.95% | Add +0.3% | 5,300 | $1.2M |
| North Star Investment Management Corp. | 0.06% | No change | 5,274 | $1.2M |
| Axxcess Wealth Management, LLC | 0.02% | New | 5,251 | $1.2M |
| Carbahal Olsen Financial Services Group, LLC | 0.81% | Reduce -0.3% | 5,242 | $1.2M |
| Johnson Financial Group, Inc. | 0.04% | Add +1.0% | 5,210 | $1.2M |
| Culbertson A N & Co. Inc. | 0.13% | No change | 5,151 | $1.1M |
| NorthRock Partners, LLC | 0.02% | Reduce -1.9% | 5,136 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 5,127 | $1.1M |
| Bedel Financial Consulting, Inc. | 0.11% | Reduce -1.7% | 5,121 | $1.1M |
| Davidson Trust Co. | 0.44% | Add +22.6% | 5,097 | $1.1M |
| CI Investments Inc. | 0.00% | No change | 5,059 | $1.1M |
| Wealth Care LLC | 0.90% | No change | 5,000 | $1.1M |
| E&G Advisors, LLC | 0.21% | Reduce -3.9% | 4,996 | $1.1M |
| Mma Asset Management LLC | 0.35% | Reduce -2.7% | 4,995 | $1.1M |
| Brighton Jones LLC | 0.02% | Add +0.2% | 4,995 | $1.1M |
| Checchi Capital Advisers, LLC | 0.07% | Reduce -62.4% | 4,967 | $1.1M |
| Apella Capital, LLC | 0.02% | Add +0.2% | 4,990 | $1.1M |
| Becker Capital Management Inc. | 0.03% | No change | 4,925 | $1.1M |
| Vise Technologies, Inc. | 0.01% | Add +104.9% | 4,925 | $1.1M |
| Galvin, Gaustad & Stein, LLC | 0.08% | Add +12.1% | 4,904 | $1.1M |
| Renasant Bank | 0.70% | Add +4.5% | 4,903 | $1.1M |
| Mutual Advisors, LLC | 0.02% | Reduce -5.1% | 4,891 | $1.1M |
| Laurel Oak Wealth Management, LLC | 0.16% | Add +3.0% | 4,874 | $1.1M |
| VAUGHAN & Co SECURITIES, INC. | 0.50% | Reduce -1.0% | 4,869 | $1.1M |
| Retirement Investment Advisors, Inc. | 0.08% | Reduce -0.7% | 4,898 | $1.1M |
| UMB Bank, n.a. | 0.01% | Reduce -21.6% | 4,857 | $1.1M |
| Gables Capital Management Inc. | 0.39% | No change | 4,851 | $1.1M |
| Gotham Asset Management | 0.00% | Add +9.0% | 4,845 | $1.1M |
| QRG Capital Management, Inc. | 0.01% | Add +26.6% | 4,812 | $1.1M |
| ARK & TLK Investments, LLC | 0.26% | No change | 4,804 | $1.1M |
| Cascade Financial Partners, LLC | 0.09% | No change | 4,733 | $1.0M |
| Diversified Investment Strategies, LLC | 0.68% | No change | 4,732 | $1.0M |
| Opus Capital Group, LLC | 0.10% | Add +0.0% | 4,694 | $1.0M |
| Rf&l Wealth Management, LLC | 0.70% | No change | 4,690 | $1.0M |
| First Business Financial Services, Inc. | 0.08% | No change | 4,604 | $1.0M |
| Guidance Point Advisors, LLC | 0.22% | Reduce -1.6% | 4,568 | $1.0M |
| MWA Asset Management | 0.45% | Reduce -3.3% | 4,541 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.8% | 4,531 | $1.0M |
| Naviter Wealth, LLC | 0.09% | No change | 4,439 | $982K |
| Center for Financial Planning, Inc. | 0.09% | Add +8.8% | 4,425 | $979K |
| Firestone Capital Management | 0.18% | No change | 4,422 | $978K |
| Bricktown Capital, LLC | 0.18% | No change | 4,386 | $970K |
| Dravo Bay LLC | 0.34% | Reduce -0.4% | 4,385 | $970K |
| Widmann Financial Services, Inc. | 0.51% | No change | 4,330 | $958K |
| Auxano Advisors, LLC | 0.18% | No change | 4,284 | $948K |
| Garde Capital, Inc. | 0.04% | Reduce -0.9% | 4,279 | $947K |
| World Investment Advisors | 0.02% | Reduce -3.2% | 4,895 | $945K |
| Chemung Canal Trust Co. | 0.17% | Reduce -4.1% | 4,242 | $938K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,237 | $937K |
| Daymark Wealth Partners, LLC | 0.02% | Add +10.0% | 4,197 | $928K |
| National Philanthropic Trust | 0.01% | No change | 4,139 | $916K |
| Arista Wealth Management, LLC | 0.10% | Reduce -15.8% | 4,126 | $913K |
| Composition Wealth, LLC | 0.01% | Add +0.6% | 4,111 | $909K |
| Cardiff Park Advisors, LLC | 0.07% | Add +0.1% | 4,102 | $907K |
| Chicago Partners Investment Group LLC | 0.02% | Add +2.1% | 4,110 | $906K |
| Wealthspire Retirement, LLC | 0.05% | Add +0.2% | 4,095 | $906K |
| TAGStone Capital, Inc. | 0.29% | No change | 4,085 | $904K |
| Private Trust Co. NA | 0.07% | Add +0.4% | 4,056 | $897K |
| Connecticut Wealth Management, LLC | 0.03% | Add +2.5% | 4,018 | $889K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.8% | 4,016 | $888K |
| Tillman Hartley LLC | 0.20% | No change | 3,975 | $879K |
| Plum Street Advisors, LLC | 0.28% | Add +1.5% | 3,937 | $871K |
| Cornerstone Wealth Group, LLC | 0.05% | Add +0.1% | 3,923 | $868K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.59% | Reduce -6.2% | 3,920 | $867K |
| Stegner Investment Associates Inc. | 0.41% | Reduce -0.4% | 3,905 | $864K |
| Elevation Wealth Partners, LLC | 0.26% | Add +0.1% | 3,887 | $860K |
| Western Wealth Management, LLC | 0.03% | Add +1.0% | 3,880 | $858K |
| DWR Wealth Management, LLC | 0.64% | Reduce -2.1% | 3,868 | $856K |
| Trust Co. of Vermont | 0.03% | — | 3,866 | $855K |
| Kaufman Rossin Wealth, LLC | 0.40% | Add +2.0% | 3,887 | $853K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +2.7% | 3,856 | $853K |
| Cornerstone Advisors Asset Management, LLC | 0.11% | Add +0.1% | 3,848 | $851K |
| Bishop & Co Investment Management, LLC | 0.26% | Reduce -25.4% | 3,821 | $845K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -0.4% | 3,791 | $839K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.1% | 3,790 | $838K |
| Eagle Strategies LLC | 0.08% | Add +3.1% | 3,780 | $836K |
| Brown Wealth Management, LLC | 0.19% | Reduce -2.9% | 3,753 | $830K |
| Welch & Forbes LLC | 0.01% | Add +1.8% | 3,742 | $828K |
| Foster Group, Inc. | 0.02% | Reduce -2.2% | 3,740 | $827K |
| Ascent Group, LLC | 0.02% | Add +6.9% | 3,696 | $818K |
| Prospera Financial Services Inc | 0.01% | No change | 3,671 | $813K |
| Rialto Wealth Management, LLC | 0.16% | No change | 3,644 | $806K |
| Lanark Financial, Inc. | 0.05% | Reduce -3.9% | 3,626 | $802K |
| Palisades Hudson Asset Management, L.P. | 0.28% | Add +0.2% | 3,624 | $802K |
| Klingenstein Fields & Co. LP | 0.03% | No change | 3,582 | $792K |
| Avior Wealth Management, LLC | 0.02% | Add +0.2% | 3,578 | $791K |
| Belpointe Asset Management LLC | 0.03% | Reduce -22.1% | 3,546 | $785K |
| Chicago Capital, LLC | 0.02% | No change | 3,511 | $777K |
| Townsend Asset Management Corp. /NC/ | 0.25% | Add +0.4% | 3,508 | $776K |
| Nicolet Bankshares Inc. | 0.02% | Reduce -7.3% | 3,482 | $771K |
| Magnus Financial Group LLC | 0.05% | Reduce -0.2% | 3,475 | $769K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -2.8% | 3,472 | $768K |
| Sigma Planning Corp | 0.02% | Reduce -7.6% | 3,461 | $766K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +0.3% | 3,442 | $761K |
| American Wealth Advisors, LLC | 0.71% | Reduce -0.2% | 3,403 | $753K |
| GAMMA Investing LLC | 0.03% | No change | 3,403 | $753K |
| JFS Wealth Advisors, LLC | 0.04% | Add +4.3% | 3,385 | $749K |
| Fiduciary Financial Group, LLC | 0.08% | Reduce -3.5% | 3,365 | $744K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +0.0% | 3,355 | $742K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 3,344 | $740K |
| Krilogy Financial LLC | 0.02% | Reduce -3.8% | 3,337 | $738K |
| Curtis Advisory Group, LLC | 0.14% | Reduce -6.5% | 3,321 | $735K |
| Intrepid Financial Planning Group LLC | 0.25% | Add +1.8% | 3,302 | $730K |
| Evercore Wealth Management, LLC | 0.01% | No change | 3,300 | $730K |
| Monograph Wealth Advisors, LLC | 0.06% | No change | 3,284 | $726K |
| Yardley Wealth Management LLC | 0.33% | No change | 3,275 | $724K |
| Compound Planning, Inc. | 0.02% | Reduce -2.2% | 3,265 | $722K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -3.5% | 3,263 | $722K |
| Barclays PLC | 0.00% | Reduce -81.2% | 3,258 | $721K |
| Hirtle & Co., LLC | 0.03% | Reduce -12.5% | 3,253 | $720K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +30.8% | 3,249 | $719K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.5% | 3,226 | $714K |
| Forum Financial Management, LP | 0.01% | Add +1.7% | 3,213 | $711K |
| Smith Thornton Advisors LLC | 0.31% | No change | 3,225 | $709K |
| Capula Management Ltd | 0.00% | Reduce -25.4% | 3,185 | $705K |
| KDK Private Wealth Management, LLC | 0.58% | Reduce -0.8% | 3,159 | $699K |
| Smithfield Trust Co | 0.03% | Reduce -7.3% | 3,222 | $698K |
| Smithbridge Asset Management Inc. | 0.10% | No change | 3,153 | $697K |
| Systematic Financial Management LP | 0.01% | Reduce -58.8% | 3,129 | $692K |
| PFG Investments, LLC | 0.03% | Reduce -0.6% | 3,128 | $692K |
| Haverford Trust Co | 0.01% | Add +0.6% | 3,128 | $692K |
| First Western Trust Bank | 0.03% | Add +20.4% | 3,108 | $687K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 3,082 | $682K |
| IHT Wealth Management, LLC | 0.01% | Add +92.1% | 3,079 | $681K |
| Ullmann Wealth Partners Group, LLC | 0.06% | Reduce -5.0% | 3,077 | $681K |
| Key Financial Inc | 0.11% | No change | 3,062 | $677K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -32.2% | 3,045 | $673K |
| TD Private Client Wealth LLC | 0.01% | Reduce -10.1% | 3,041 | $673K |
| Strategies Wealth Advisors, LLC | 0.06% | Add +0.4% | 3,033 | $671K |
| True North Advisors, LLC | 0.06% | Add +0.0% | 3,029 | $670K |
| Embree Financial Group | 0.07% | Add +0.1% | 3,027 | $670K |
| Sage Capital Management, LLC | 0.26% | Add +0.4% | 3,023 | $669K |
| Accurate Wealth Management, LLC | 0.06% | New | 3,040 | $669K |
| Riverbend Wealth Management, LLC | 0.34% | No change | 3,000 | $664K |
| Keudell/Morrison Wealth Management | 0.13% | No change | 3,000 | $664K |
| Quantbot Technologies LP | 0.03% | No change | 3,000 | $664K |
| Heritage Wealth Advisors | 0.02% | No change | 3,000 | $664K |
| CFG Wealth Management Services, Inc. | 0.65% | No change | 3,193 | $663K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.7% | 2,996 | $663K |
| Icon Wealth Advisors, LLC | 0.04% | Add +74.8% | 2,993 | $662K |
| Castle Wealth Management LLC | 0.20% | Add +0.0% | 2,989 | $661K |
| Caldwell Trust Co | 0.05% | No change | 2,987 | $661K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.4% | 2,983 | $660K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.5% | 2,977 | $659K |
| St Germain D J Co. Inc. | 0.02% | No change | 2,976 | $658K |
| Broadview Financial Management, LLC | 0.40% | Reduce -0.7% | 2,929 | $648K |
| Vienna Asset Management LLC | 0.46% | New | 2,927 | $647K |
| Maltin Wealth Management, Inc. | 0.22% | Add +11.3% | 2,927 | $647K |
| Mission Wealth Management, LP | 0.01% | Add +18.4% | 2,926 | $647K |
| HighPoint Advisor Group LLC | 0.02% | Reduce -2.0% | 2,906 | $643K |
| Integrity Alliance, Llc. | 0.02% | Add +5.0% | 2,903 | $642K |
| Ancora Advisors LLC | 0.01% | Reduce -0.8% | 2,899 | $641K |
| Canandaigua National Bank & Trust Co. | 0.05% | — | 2,896 | $641K |
| Summit Trail Advisors, LLC | 0.01% | Add +11.6% | 2,891 | $639K |
| Steel Grove Capital Advisors, LLC | 0.06% | No change | 2,884 | $638K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -3.1% | 2,875 | $636K |
| First Commonwealth Financial Corp | 0.09% | Reduce -1.7% | 2,863 | $633K |
| St. Clair Advisors, LLC | 0.16% | No change | 2,856 | $632K |
| Fulton Breakefield Broenniman LLC | 0.04% | Reduce -2.4% | 2,829 | $626K |
| Catalyst Financial Partners LLC | 0.06% | Reduce -4.0% | 2,806 | $621K |
| Shaker Investments LLC | 0.22% | No change | 2,800 | $619K |
| Creekside Partners | 0.22% | Add +0.1% | 2,749 | $608K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.7% | 2,739 | $606K |
| Financial Solutions Advisory Group, Inc. | 0.08% | No change | 2,750 | $604K |
| HUB Investment Partners, LLC | 0.01% | Add +149.1% | 2,728 | $603K |
| Procyon Advisors, LLC | 0.03% | Add +8.6% | 2,715 | $601K |
| SCS Capital Management LLC | 0.01% | Reduce -17.6% | 2,706 | $599K |
| American State Bank (Iowa) | 0.24% | Reduce -51.2% | 2,706 | $599K |
| Mgo One Seven LLC | 0.01% | Add +10.2% | 2,704 | $598K |
| Mather Group, Llc. | 0.01% | Add +28.9% | 2,686 | $594K |
| Pennington Partners & Co., LLC | 0.19% | Add +0.0% | 2,680 | $593K |
| Evermay Wealth Management LLC | 0.06% | Reduce -2.9% | 2,658 | $588K |
| Legacy Advisors, LLC | 0.05% | No change | 2,654 | $587K |
| Huntington National Bank | 0.00% | Reduce -2.9% | 2,654 | $587K |
| Appleton Partners Inc. | 0.04% | No change | 2,654 | $587K |
| Total Clarity Wealth Management, Inc. | 0.11% | Add +55.9% | 2,650 | $586K |
| Berkeley, Inc | 0.18% | Reduce -0.6% | 2,629 | $582K |
| Croban | 0.25% | Add +6.9% | 2,611 | $578K |
| Brandywine Oak Private Wealth LLC | 0.04% | Reduce -3.5% | 2,600 | $575K |
| Valmark Advisers, Inc. | 0.01% | Add +7.0% | 2,595 | $574K |
| Spire Wealth Management | 0.02% | Reduce -2.0% | 2,587 | $572K |
| Versant Capital Management, Inc | 0.05% | No change | 2,584 | $572K |
| Oak Barrel Wealth Advisory LLC | 0.25% | — | 2,568 | $568K |
| Legacy Trust | 0.10% | No change | 2,568 | $568K |
| Red Reef Advisors LLC | 0.52% | Reduce -25.9% | 2,554 | $565K |
| Cary Street Partners Financial LLC | 0.01% | Add +2.4% | 2,551 | $564K |
| Mycio Wealth Partners, LLC | 0.11% | Add +4.6% | 2,548 | $564K |
| Stonebridge Financial Planning Group, LLC | 0.18% | Add +1.8% | 2,522 | $558K |
| Sage Financial Group Inc. | 0.03% | No change | 2,520 | $557K |
| Sharp Wealth Advisory, LLC | 0.26% | Reduce -1.6% | 2,515 | $556K |
| BTC Capital Management, Inc. | 0.03% | No change | 2,496 | $552K |
| Empower Advisory Group, LLC | 0.00% | Add +4.0% | 2,482 | $549K |
| Trust Point Inc. | 0.05% | No change | 2,472 | $547K |
| Paulson Wealth Management Inc. | 0.12% | Reduce -13.7% | 2,467 | $546K |
| NBT Bank, N.A. | 0.04% | No change | 2,462 | $545K |
| Elm Partners Management LLC | 0.02% | Add +7.7% | 2,451 | $542K |
| Savvy Advisors, Inc. | 0.01% | Reduce -0.6% | 2,449 | $542K |
| Liberty Square Wealth Partners LLC | 0.13% | No change | 2,445 | $541K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -95.1% | 2,443 | $540K |
| Strategic Blueprint, LLC | 0.03% | Reduce -7.0% | 2,440 | $540K |
| Independent Advisor Alliance | 0.01% | Reduce -76.1% | 2,433 | $538K |
| Focus Financial Network, Inc. | 0.02% | Add +0.3% | 2,425 | $536K |
| Emergent Wealth Advisors, LLC | 0.28% | Add +0.3% | 2,411 | $533K |
| Verus Capital Partners, LLC | 0.03% | Reduce -13.7% | 2,405 | $532K |
| Friday Financial | 0.14% | Add +9.7% | 2,405 | $530K |
| Insigneo Advisory Services, LLC | 0.02% | Add +46.0% | 2,391 | $529K |
| Keebeck Wealth Management | 0.05% | No change | 2,379 | $526K |
| Diversified Trust Co. | 0.01% | Add +0.4% | 2,379 | $526K |
| Gator Capital Management, LLC | 0.11% | No change | 2,375 | $525K |
| Fulton Bank, N.A. | 0.02% | No change | 2,362 | $522K |
| Invested Advisors | 0.46% | Add +0.4% | 2,361 | $522K |
| Cornell Pochily Investment Advisors, Inc. | 0.14% | No change | 2,359 | $522K |
| Sankala Group LLC | 0.35% | Reduce -2.5% | 2,312 | $520K |
| Principal Securities, Inc. | 0.01% | Reduce -2.6% | 2,346 | $519K |
| Teachers Insurance & Annuity Association of America | 0.57% | No change | 2,341 | $518K |
| St. Louis Trust Co | 0.06% | No change | 8,485 | $512K |
| Triad Wealth Partners, LLC | 0.03% | Reduce -5.8% | 2,273 | $510K |
| Diversified Enterprises, LLC | 0.02% | Reduce -0.5% | 2,304 | $510K |
| Colonial Trust Co / SC | 0.06% | Reduce -2.5% | 2,292 | $507K |
| Aft, Forsyth & Company, Inc. | 0.24% | Reduce -92.3% | 290 | $507K |
| Pettinga Financial Advisors LLC | 0.08% | Reduce -1.1% | 2,282 | $505K |
| CJM Wealth Advisers, Ltd. | 0.13% | Add +0.0% | 2,278 | $504K |
| American National Bank & Trust | 0.04% | No change | 2,260 | $500K |
| Cahill Financial Advisors Inc. | 0.05% | Reduce -0.0% | 2,250 | $498K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | No change | 2,249 | $498K |
| Sapient Capital LLC | 0.01% | No change | 2,229 | $493K |
| IMC-Chicago, LLC | 0.00% | New | 2,221 | $491K |
| Paragon Capital Management Ltd | 0.09% | Add +0.2% | 2,219 | $491K |
| Freestone Capital Holdings, LLC | 0.01% | Add +0.2% | 2,219 | $491K |
| Fiducient Advisors LLC | 0.07% | No change | 2,216 | $490K |
| Amarillo National Bank | 0.08% | Reduce -0.3% | 2,191 | $485K |
| Patten & Patten Inc. | 0.03% | No change | 2,152 | $476K |
| Tassel Capital Management, Inc. | 0.22% | Add +0.4% | 2,151 | $476K |
| PW Advisors, LLC \ FL | 0.32% | No change | 2,148 | $475K |
| Old National Bancorp | 0.01% | Add +7.3% | 2,121 | $469K |
| Strategic Wealth Advisors LLC | 0.40% | Reduce -2.8% | 2,590 | $469K |
| Howe & Rusling Inc. | 0.03% | Add +8.8% | 2,113 | $467K |
| Optimist Retirement Group LLC | 0.18% | No change | 2,108 | $466K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 2,106 | $466K |
| Smith, Moore & Co. | 0.03% | Reduce -5.8% | 2,093 | $463K |
| N.E.W. Advisory Services LLC | 0.03% | No change | 2,092 | $463K |
| Builder Investment Group Inc. | 0.09% | No change | 2,062 | $456K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 2,036 | $450K |
| Lutz Financial Services LLC | 0.03% | Reduce -16.4% | 2,031 | $449K |
| COFG Advisors, LLC | 0.08% | New | 2,029 | $449K |
| Well Done, LLC | 0.06% | Add +0.1% | 2,026 | $448K |
| Allen Investment Management, LLC | 0.01% | No change | 2,017 | $446K |
| BridgePort Financial Solutions, LLC | 0.11% | No change | 2,016 | $446K |
| Regency Capital Management Inc.\DE | 0.18% | No change | 2,000 | $442K |
| Baxter Bros Inc. | 0.05% | Reduce -6.3% | 2,000 | $442K |
| Two Sigma Investments, LP | 0.00% | Reduce -97.1% | 2,000 | $442K |
| Investment Advisory Group, LLC | 0.10% | Reduce -0.7% | 1,989 | $440K |
| Bci Securities, Inc. | 3.79% | No change | 1,988 | $440K |
| W Advisors, LLC | 0.20% | Add +1.2% | 1,974 | $437K |
| Skyline Advisors, Inc. | 0.14% | Reduce -3.7% | 1,968 | $435K |
| McMill Wealth Management | 0.10% | No change | 1,948 | $431K |
| Premier Path Wealth Partners, LLC | 0.05% | Reduce -2.4% | 1,948 | $431K |
| Aspen Grove Capital, LLC | 0.06% | No change | 1,937 | $428K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.1% | 1,913 | $423K |
| Fort Point Capital Partners LLC | 0.05% | No change | 1,907 | $422K |
| Next Capital Management LLC | 0.11% | No change | 1,898 | $420K |
| Rossmore Private Capital | 0.03% | No change | 1,897 | $420K |
| Capital Square, LLC | 0.18% | Reduce -12.1% | 1,906 | $419K |
| Navigation Wealth Management, Inc. | 0.58% | Add +0.8% | 1,894 | $419K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 1,894 | $419K |
| Global View Capital Management LLC | 0.09% | Add +74.0% | 1,888 | $418K |
| Chapin Davis, Inc. | 0.07% | No change | 1,856 | $411K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Reduce -1.8% | 1,844 | $408K |
| AdvisorNet Financial, Inc | 0.02% | Add +5.9% | 1,837 | $406K |
| Steph & Co. | 0.10% | Reduce -4.3% | 1,824 | $403K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.05% | No change | 1,819 | $402K |
| Edgestream Partners, L.P. | 0.01% | New | 1,815 | $401K |
| Aurelius Family Office LLC | 0.16% | Reduce -10.9% | 1,805 | $399K |
| Peak Asset Management, LLC | 0.06% | No change | 1,805 | $399K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +18.0% | 1,798 | $398K |
| Investmark Advisory Group LLC | 0.15% | Add +1.8% | 1,787 | $395K |
| First Nebraska Trust Co | 0.03% | No change | 1,774 | $392K |
| Matrix Asset Advisors Inc. | 0.03% | No change | 1,765 | $390K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | No change | 1,757 | $389K |
| Cedar Mountain Advisors, LLC | 0.07% | Add +375.3% | 1,754 | $388K |
| StoneX Group Inc. | 0.02% | Reduce -13.6% | 1,753 | $388K |
| Oath Planning, LLC | 0.29% | Add +0.4% | 1,744 | $386K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -25.8% | 1,742 | $385K |
| Wedbush Securities Inc. | 0.01% | Reduce -11.3% | 1,726 | $382K |
| Wedgewood Investors Inc. | 0.39% | No change | 1,721 | $381K |
| TCI Wealth Advisors, Inc. | 0.02% | Add +39.8% | 1,717 | $380K |
| Sunpointe, LLC | 0.11% | No change | 1,709 | $378K |
| Truepoint, Inc. | 0.01% | Reduce -19.5% | 1,709 | $378K |
| R.H. Investment Group, LLC | 0.28% | No change | 1,708 | $378K |
| LexAurum Advisors, LLC | 0.04% | Reduce -0.6% | 1,698 | $376K |
| Destination Wealth Management | 0.01% | Add +3.9% | 1,691 | $374K |
| Annandale Capital, LLC | 0.06% | No change | 1,684 | $373K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.5% | 1,684 | $373K |
| Bearing Point Capital, LLC | 0.05% | No change | 1,665 | $368K |
| DiNuzzo Private Wealth, Inc. | 0.04% | No change | 1,665 | $368K |
| Advyzon Investment Management, LLC | 0.03% | New | 1,658 | $367K |
| Jordan Park Group LLC | 0.02% | Reduce -50.5% | 1,644 | $364K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -2.9% | 1,637 | $362K |
| Renaissance Technologies | 0.00% | New | 1,636 | $362K |
| Decision Investments, Inc. | 0.33% | Add +0.3% | 1,628 | $360K |
| Three Bridge Wealth Advisors, LLC | 0.09% | No change | 1,620 | $358K |
| 49 Wealth Management, LLC | 0.07% | New | 1,618 | $358K |
| Alongside, LLC | 0.07% | — | 1,618 | $358K |
| Financial Management Network Inc. | 0.05% | Reduce -5.4% | 1,600 | $356K |
| J. M. Brown & Associates Inc. | 0.20% | — | 1,606 | $355K |
| Greenleaf Trust | 0.00% | New | 1,594 | $353K |
| Foresight Capital Management Advisors, Inc. | 0.17% | Add +33.6% | 1,590 | $352K |
| Raffa Wealth Management, LLC | 0.04% | No change | 1,589 | $352K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.1% | 1,588 | $351K |
| Independence Bank of Kentucky | 0.04% | No change | 1,585 | $351K |
| TCTC Holdings, LLC | 0.01% | No change | 1,574 | $348K |
| Stonebridge Financial Group, LLC / MO | 0.23% | Add +0.2% | 1,572 | $348K |
| West Michigan Advisors, LLC | 0.07% | Reduce -4.0% | 1,567 | $347K |
| Dimension Capital Management LLC | 0.04% | No change | 1,560 | $345K |
| Ocean Park Asset Management, LLC | 0.02% | New | 1,559 | $345K |
| Exchange Traded Concepts, LLC | 0.00% | New | 1,559 | $345K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 1,556 | $344K |
| Bison Wealth, LLC | 0.03% | New | 1,551 | $344K |
| Capital Analysts, LLC | 0.01% | Reduce -15.8% | 1,549 | $343K |
| Certified Advisory Corp | 0.03% | No change | 1,545 | $342K |
| Ellis Investment Partners, LLC | 0.05% | Add +0.3% | 1,534 | $339K |
| Capital Advantage, Inc. | 0.04% | Add +0.4% | 1,531 | $339K |
| Compass Ion Advisors, LLC | 0.03% | No change | 1,530 | $338K |
| Laurel Wealth Advisors LLC | 0.03% | No change | 1,515 | $335K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.05% | No change | 1,507 | $333K |
| Retirement Income Solutions, Inc. | 0.06% | No change | 1,758 | $333K |
| Cladis Investment Advisory, LLC | 0.16% | No change | 1,500 | $332K |
| Aufman Associates Inc | 0.13% | No change | 1,500 | $332K |
| Phillips Financial Management, LLC | 0.02% | Reduce -20.0% | 1,498 | $331K |
| Oakworth Capital, Inc. | 0.02% | No change | 1,496 | $331K |
| Asset Dedication, LLC | 0.02% | Reduce -32.7% | 1,490 | $330K |
| Fiduciary Financial Advisors | 0.03% | New | 1,486 | $328K |
| Summit Financial Wealth Advisors, LLC | 0.04% | No change | 1,484 | $328K |
| FourThought Financial Partners, LLC | 0.03% | Add +3.2% | 1,484 | $328K |
| Eight 31 Financial, LLC | 0.20% | Reduce -11.0% | 1,483 | $328K |
| Romano Brothers and Company | 0.03% | No change | 1,478 | $327K |
| Kanawha Capital Management LLC | 0.02% | Reduce -3.6% | 1,456 | $322K |
| Northstar Group, Inc. | 0.04% | No change | 1,455 | $322K |
| Endeavor Private Wealth, Inc. | 0.08% | Reduce -42.5% | 1,450 | $321K |
| Meridian Financial Partners LLC | 0.11% | Reduce -1.7% | 1,446 | $320K |
| Arnold Financial Planning LLC | 0.24% | New | 1,444 | $319K |
| Union Savings Bank | 0.13% | No change | 1,440 | $319K |
| Live Oak Private Wealth LLC | 0.04% | No change | 1,438 | $318K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -0.6% | 1,437 | $318K |
| Lionshead Wealth Management, LLC | 0.21% | No change | 1,431 | $317K |
| Clearwave Capital, LLC | 0.17% | Add +0.3% | 1,430 | $316K |
| Clientfirst Wealth Management, LLC | 0.26% | No change | 1,430 | $316K |
| Balefire, LLC | 0.05% | New | 1,423 | $315K |
| Diversified Management Inc. | 0.07% | Add +0.1% | 1,410 | $312K |
| Chatham Capital Group, Inc. | 0.04% | No change | 1,410 | $312K |
| Capital Investment Advisors, LLC | 0.00% | Add +7.8% | 1,407 | $311K |
| Hoxton Planning & Management, LLC | 0.08% | No change | 1,404 | $311K |
| Smith Salley Wealth Management | 0.01% | No change | 1,399 | $309K |
| Linscomb Wealth, Inc. | 0.01% | No change | 1,395 | $309K |
| Larson Financial Group LLC | 0.01% | Add +1.9% | 1,374 | $304K |
| Traveka Wealth, LLC | 0.10% | No change | 1,374 | $304K |
| Shepherd Financial Partners LLC | 0.02% | No change | 1,359 | $301K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.10% | Reduce -0.6% | 1,350 | $300K |
| Centennial Bank | 0.10% | Reduce -42.5% | 1,355 | $300K |
| Glass Jacobson Investment Advisors llc | 0.09% | Reduce -12.9% | 1,348 | $298K |
| Clark Asset Management, LLC | 0.02% | Add +6.5% | 1,340 | $296K |
| Ritholtz Wealth Management | 0.00% | Reduce -12.5% | 1,336 | $296K |
| Hollencrest Capital Management | 0.02% | No change | 1,335 | $295K |
| Athena Investment Management | 0.17% | No change | 1,325 | $293K |
| McNamara Financial Services, Inc. | 0.05% | Reduce -0.1% | 1,324 | $293K |
| KLCM Advisors, Inc. | 0.02% | Add +0.1% | 1,321 | $292K |
| Planned Solutions, Inc. | 0.08% | No change | 1,302 | $288K |
| Summa Corp. | 0.09% | New | 1,299 | $287K |
| Cypress Capital Group | 0.03% | No change | 1,296 | $287K |
| Roof Eidam Maycock Peralta, LLC | 0.06% | No change | 1,283 | $284K |
| Keystone Wealth Services, LLC | 0.05% | No change | 1,276 | $282K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 1,265 | $280K |
| Two Sigma Securities, LLC | 0.02% | Reduce -62.8% | 1,265 | $280K |
| S.A. Mason LLC | 0.09% | No change | 1,263 | $279K |
| Partners in Financial Planning | 0.04% | Add +0.1% | 1,262 | $279K |
| Oliver Luxxe Assets LLC | 0.04% | Reduce -5.7% | 1,260 | $279K |
| Bayban | 0.21% | No change | 1,250 | $277K |
| Rockland Trust Co. | 0.01% | Reduce -0.1% | 1,239 | $274K |
| 1834 Investment Advisors Co. | 0.03% | Reduce -0.4% | 1,235 | $273K |
| Professional Advisory Services Inc. | 0.03% | No change | 1,232 | $273K |
| CCG Wealth Management, LLC | 0.06% | Reduce -7.4% | 1,231 | $272K |
| Rainier Family Wealth Inc. | 0.15% | No change | 1,229 | $272K |
| Anchor Investment Management, LLC | 0.02% | Reduce -1.5% | 1,219 | $270K |
| Cannell & Spears LLC | 0.00% | Reduce -44.9% | 1,215 | $269K |
| Highland Investment Advisors LLC | 0.12% | — | 1,208 | $267K |
| Roman Butler Fullerton & Co. | 0.06% | New | 1,213 | $267K |
| M.E. Allison & Co., Inc. | 0.15% | Add +0.4% | 1,200 | $265K |
| GWN Securities Inc. | 0.04% | Reduce -0.5% | 1,189 | $263K |
| Kelman-Lazarov, Inc. | 0.03% | Reduce -15.4% | 1,188 | $263K |
| CGN Advisors LLC | 0.02% | No change | 1,183 | $262K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | Add +21.3% | 1,173 | $259K |
| Genesee Capital Advisors, LLC | 0.08% | No change | 1,170 | $259K |
| CENTRAL TRUST Co | 0.00% | No change | 1,167 | $258K |
| Quadcap Wealth Management, LLC | 0.03% | New | 1,164 | $257K |
| Sigma Investment Counselors Inc. | 0.01% | Reduce -8.1% | 1,155 | $255K |
| Black Diamond Financial, LLC | 0.02% | New | 1,155 | $255K |
| Blankinship & Foster, LLC | 0.05% | Add +0.1% | 1,152 | $255K |
| Palisade Asset Management, LLC | 0.02% | No change | 1,148 | $254K |
| Bessemer Group Inc. | 0.00% | Reduce -28.3% | 1,135 | $251K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -11.3% | 1,130 | $250K |
| Alexander Randolph Advisory, Inc. | 0.20% | Reduce -27.6% | 1,125 | $249K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -14.3% | 1,121 | $248K |
| Wealth Alliance, LLC | 0.02% | New | 1,118 | $247K |
| Cove Private Wealth, LLC | 0.05% | No change | 1,111 | $246K |
| Centaurus Financial, Inc. | 0.01% | Add +4.2% | 1,104 | $244K |
| McClarren Financial Advisors, Inc. | 0.13% | Add +0.1% | 1,102 | $244K |
| Fortitude Family Office, LLC | 0.05% | No change | 1,102 | $244K |
| V2 Financial group LLC | 0.09% | No change | 1,100 | $243K |
| Cambridge Financial Group, LLC | 0.08% | Reduce -41.5% | 1,100 | $243K |
| Schnieders Capital Management, Llc. | 0.03% | No change | 1,100 | $243K |
| HM Payson & Co. | 0.00% | No change | 1,100 | $243K |
| Lazard Asset Management LLC | 0.00% | No change | 1,100 | $243K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -3.3% | 1,100 | $243K |
| Sovran Advisors, LLC | 0.02% | No change | 1,085 | $243K |
| Schneider Downs Wealth Management Advisors, LP | 0.02% | No change | 1,092 | $242K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.3% | 1,089 | $241K |
| Verum Partners LLC | 0.04% | Add +0.4% | 1,086 | $240K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -7.4% | 1,084 | $240K |
| Fortis Capital Advisors, LLC | 0.03% | Reduce -2.1% | 1,081 | $239K |
| Kirkwood Financial Services | 0.07% | Reduce -9.0% | 1,070 | $237K |
| Caprock Group, LLC | 0.00% | No change | 1,065 | $236K |
| Castleark Management LLC | 0.01% | No change | 1,060 | $234K |
| Ballentine Partners, LLC | 0.00% | Reduce -0.5% | 1,056 | $234K |
| Flputnam Investment Management Co. | 0.00% | New | 1,183 | $232K |
| Range Advisory, LLC | 0.03% | New | 1,038 | $230K |
| Rothschild Investment LLC | 0.01% | No change | 1,037 | $229K |
| Accel Wealth Management | 0.05% | New | 1,035 | $229K |
| Sage Rhino Capital LLC | 0.04% | New | 1,035 | $229K |
| International Assets Investment Management, LLC | 0.01% | No change | 1,029 | $228K |
| NWF Advisory Services Inc. | 0.02% | New | 1,027 | $227K |
| Harbor Advisory Corp. | 0.06% | New | 1,024 | $227K |
| United Advisor Group, LLC | 0.02% | New | 1,020 | $226K |
| Rothschild Wealth LLC | 0.02% | New | 1,020 | $226K |
| NorthStar Asset Management LLC | 0.05% | New | 1,009 | $223K |
| Forest Hill Capital, LLC | 0.17% | New | 1,000 | $221K |
| Navis Wealth Advisors, LLC | 0.08% | New | 1,000 | $221K |
| BCS Private Wealth Management, Inc. | 0.07% | New | 1,000 | $221K |
| Detalus Advisors, LLC | 0.04% | New | 1,000 | $221K |
| Waters Parkerson & Co., LLC | 0.01% | New | 1,000 | $221K |
| WASHINGTON TRUST Co | 0.01% | New | 1,000 | $221K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 995 | $220K |
| Csenge Advisory Group | 0.01% | New | 985 | $218K |
| Soltis Investment Advisors LLC | 0.01% | New | 984 | $218K |
| IPG Investment Advisors LLC | 0.03% | No change | 981 | $217K |
| Independent Financial Group, LLC | 0.00% | Reduce -28.9% | 980 | $217K |
| Ellevest, Inc. | 0.03% | New | 1,418 | $217K |
| Robinson Smith Wealth Advisors LLC | 0.13% | New | 972 | $215K |
| RFG Advisory, LLC | 0.00% | New | 971 | $215K |
| Cornerstone Planning Group LLC | 0.03% | Add +0.3% | 967 | $215K |
| Capstone Wealth Management, Inc. | 0.16% | New | 960 | $214K |
| Westside Investment Management, Inc. | 0.03% | No change | 965 | $213K |
| K2 Financial Inc. | 0.15% | Reduce -1.3% | 962 | $213K |
| Manhattan West Asset Management, LLC | 0.04% | New | 964 | $213K |
| Manchester Financial Inc. | 0.04% | New | 960 | $212K |
| Timonier Family Office, LTD. | 0.06% | — | 952 | $211K |
| Stansberry Asset Management, LLC | 0.02% | New | 948 | $210K |
| Clearstead Trust, LLC | 0.03% | No change | 946 | $209K |
| Jeppson Wealth Management, LLC | 0.06% | New | 945 | $209K |
| Rice Partnership, LLC | 0.03% | No change | 938 | $207K |
| Glenview Trust Co | 0.00% | New | 937 | $207K |
| Marble Harbor Investment Counsel, LLC | 0.02% | New | 935 | $207K |
| Fayez Sarofim & Co | 0.00% | New | 933 | $206K |
| Root Financial Partners, LLC | 0.01% | Reduce -4.6% | 927 | $205K |
| Washington Trust Advisors, Inc. | 0.02% | No change | 925 | $205K |
| Sage Mountain Advisors LLC | 0.01% | No change | 925 | $205K |
| IFG Advisory, LLC | 0.01% | New | 925 | $205K |
| Level Four Advisory Services, LLC | 0.01% | New | 913 | $202K |
| High Probability Advisors, LLC | 0.02% | New | 905 | $200K |
| J. L. Bainbridge & Co., Inc. | 0.02% | New | 905 | $200K |
| Addison Advisors LLC | 0.09% | No change | 880 | $195K |
| SouthState Bank Corp | 0.01% | Add +4.0% | 857 | $190K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 842 | $186K |
| Topsail Wealth Management, LLC | 0.02% | No change | 823 | $182K |
| Pinney & Scofield, Inc. | 0.09% | No change | 810 | $179K |
| Walsh & Associates, LLC | 0.14% | Reduce -11.2% | 794 | $176K |
| Vanguard Advisers Inc. | 0.00% | Reduce -0.1% | 790 | $175K |
| Motco | 0.01% | No change | 782 | $173K |
| J.Safra Asset Management Corp | 0.01% | Add +0.3% | 764 | $169K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +38.6% | 758 | $168K |
| Basepoint Wealth LLC | 0.10% | Add +0.4% | 758 | $168K |
| Thompson Investment Management, Inc. | 0.02% | No change | 754 | $167K |
| Certuity, LLC | 0.01% | No change | 728 | $161K |
| Angeles Wealth Management, LLC | 0.01% | Add +4.8% | 713 | $158K |
| LRI Investments, LLC | 0.01% | No change | 678 | $150K |
| Grove Bank & Trust | 0.01% | No change | 659 | $146K |
| Smallwood Wealth Investment Management, LLC | 0.06% | No change | 658 | $146K |
| Navigoe, LLC | 0.08% | No change | 658 | $145K |
| JDM Financial Group LLC | 0.05% | No change | 655 | $145K |
| Dorato Capital Management | 0.10% | No change | 656 | $144K |
| West Paces Advisors Inc. | 0.02% | No change | 650 | $144K |
| Flagship Wealth Advisors, LLC | 0.03% | No change | 647 | $143K |
| EPG Wealth Management LLC | 0.03% | Add +0.3% | 614 | $136K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 605 | $134K |
| Adkins Seale Capital Management LLC | 0.12% | No change | 600 | $133K |
| Coston, McIsaac & Partners | 0.03% | No change | 597 | $132K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -39.3% | 592 | $131K |
| Ares Financial Consulting, LLC | 0.09% | Add +0.3% | 579 | $128K |
| Copia Wealth Management | 0.08% | Reduce -41.1% | 573 | $127K |
| Creative Financial Designs Inc. | 0.01% | No change | 559 | $124K |
| HHM Wealth Advisors, LLC | 0.01% | Add +38.8% | 555 | $123K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 553 | $122K |
| SHP Wealth Management | 0.01% | Add +30.9% | 547 | $121K |
| CNB Bank | 0.05% | Reduce -1.3% | 539 | $119K |
| First United Bank & Trust | 0.03% | Add +17.1% | 527 | $117K |
| CoreFirst Bank & Trust | 0.06% | No change | 525 | $116K |
| City State Bank | 0.03% | No change | 523 | $116K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +21.8% | 519 | $115K |
| Manchester Capital Management LLC | 0.01% | Reduce -4.4% | 500 | $111K |
| Downshift Financial, LLC | 0.05% | New | 490 | $108K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 489 | $108K |
| 3Chopt Investment Partners, LLC | 0.02% | No change | 485 | $107K |
| Windsor Advisory Group, LLC | 0.08% | No change | 474 | $105K |
| Balentine LLC | 0.00% | Reduce -1.7% | 472 | $104K |
| Main Street Group, LTD | 0.03% | No change | 468 | $104K |
| Atwood & Palmer Inc. | 0.01% | No change | 439 | $97K |
| MilWealth Group LLC | 0.02% | No change | 417 | $92K |
| Frazier Financial Advisors, LLC | 0.05% | No change | 413 | $91K |
| Key Capital Management, INC | 0.05% | No change | 410 | $91K |
| Eastern Bank | 0.00% | New | 405 | $90K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.5% | 404 | $89K |
| Financial Perspectives, Inc | 0.02% | Add +0.3% | 396 | $88K |
| Marquette Asset Management, LLC | 0.01% | No change | 393 | $87K |
| Glassman Wealth Services | 0.01% | New | 393 | $87K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.06% | Add +0.8% | 390 | $86K |
| Caitlin John, LLC | 0.05% | Reduce -11.4% | 387 | $86K |
| Community Bank, N.A. | 0.01% | No change | 384 | $85K |
| AlphaCore Capital LLC | 0.00% | Add +63.5% | 381 | $84K |
| Seneschal Advisors, LLC | 0.06% | Reduce -7.0% | 372 | $82K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +0.3% | 351 | $78K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 349 | $77K |
| Roble, Belko & Company, Inc | 0.01% | No change | 340 | $75K |
| Ballast Advisors LLC | 0.02% | No change | 338 | $75K |
| Bangor Savings Bank | 0.01% | No change | 337 | $75K |
| Qube Research & Technologies Ltd | 0.00% | New | 329 | $73K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 312 | $69K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 313 | $69K |
| Trust Co. of Toledo NA | 0.01% | No change | 309 | $68K |
| Investment Counsel Co. of Nevada | 0.13% | No change | 308 | $68K |
| Integrity Financial Corp | 0.03% | No change | 282 | $62K |
| Transamerica Financial Advisors, LLC | 0.01% | Add +473.5% | 281 | $62K |
| EFG International AG | 0.00% | No change | 277 | $61K |
| Institute for Wealth Management, LLC. | 0.01% | New | 276 | $61K |
| Rossby Financial, LCC | 0.01% | Reduce -3.8% | 276 | $61K |
| Roxbury Financial LLC | 0.05% | No change | 275 | $61K |
| Redwood Park Advisors LLC | 0.04% | No change | 270 | $60K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -30.8% | 270 | $60K |
| LifeSteps Financial, Inc. | 0.03% | New | 268 | $59K |
| S&T Bank | 0.02% | No change | 261 | $58K |
| TD Capital Management LLC | 0.00% | Add +0.4% | 248 | $55K |
| United Community Bank | 0.02% | Reduce -12.8% | 238 | $53K |
| WPG Advisers, LLC | 0.03% | No change | 237 | $52K |
| Golden State Wealth Management, LLC | 0.00% | No change | 235 | $52K |
| Biltmore Family Office, LLC | 0.01% | No change | 233 | $52K |
| Archer Investment Corp | 0.01% | No change | 231 | $51K |
| MCF Advisors LLC | 0.00% | Add +39.9% | 228 | $50K |
| Providence Capital Advisors, LLC | 0.01% | New | 224 | $49K |
| Murphy & Mullick Capital Management Corp | 0.03% | No change | 216 | $48K |
| Signature Equity Partners, LLC | 0.02% | Add +0.5% | 211 | $47K |
| Pflug Koory, LLC | 0.02% | No change | 205 | $45K |
| CVA Family Office, LLC | 0.00% | No change | 204 | $45K |
| Insight Inv LLC | 0.02% | No change | 200 | $44K |
| Nalls Sherbakoff Group, LLC | 0.03% | Add +0.5% | 192 | $42K |
| Evensky & Katz LLC | 0.00% | Add +0.5% | 188 | $41K |
| First Command Advisory Services, Inc. | 0.00% | No change | 185 | $41K |
| Bogart Wealth, LLC | 0.00% | No change | 182 | $40K |
| NBH Bank | 0.02% | — | 180 | $40K |
| Tompkins Financial Corp. | 0.00% | No change | 175 | $39K |
| Strive Financial Group ,LLC | 0.02% | No change | 173 | $38K |
| Birchbrook, Inc. | 0.02% | No change | 170 | $38K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -3.5% | 165 | $37K |
| Barrett & Company, Inc. | 0.01% | No change | 159 | $35K |
| Bear Mountain Capital, Inc. | 0.01% | No change | 157 | $34K |
| Perkins Coie Trust Co | 0.01% | No change | 155 | $34K |
| Dara Capital Us, Inc. | 0.02% | Reduce -62.5% | 150 | $33K |
| DT Investment Partners, LLC | 0.00% | No change | 150 | $33K |
| Hanson & Doremus Investment Management | 0.00% | No change | 151 | $33K |
| Horizon Bancorp Inc. | 0.01% | No change | 145 | $32K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 137 | $30K |
| Pacifica Partners Inc. | 0.01% | No change | 137 | $30K |
| CoreCap Advisors, LLC | 0.00% | Add +48.9% | 131 | $29K |
| Armor Investment Advisors, LLC | 0.01% | No change | 130 | $29K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 126 | $28K |
| TrinityBridge Ltd | 0.00% | New | 120 | $27K |
| Birchwood Financial Partners, Inc. | 0.02% | Add +0.9% | 116 | $26K |
| Quent Capital, LLC | 0.00% | Add +30.2% | 112 | $25K |
| Operose Advisors LLC | 0.00% | Add +0.9% | 108 | $24K |
| Basecamp Wealth Advisors LLC | 0.00% | No change | 107 | $24K |
| Cape Investment Advisory, Inc. | 0.01% | New | 106 | $23K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 106 | $23K |
| Abound Wealth Management | 0.00% | No change | 103 | $23K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 102 | $23K |
| Sittner & Nelson, LLC | 0.01% | No change | 101 | $22K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 100 | $22K |
| American Capital Advisory, LLC | 0.01% | No change | 100 | $22K |
| Crews Bank & Trust | 0.00% | No change | 100 | $22K |
| Gen-Wealth Partners Inc | 0.01% | No change | 91 | $20K |
| Kings Path Partners LLC | 0.01% | No change | 85 | $19K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | No change | 85 | $19K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 81 | $18K |
| Security National Bank of Sioux City Iowa | 0.01% | New | 80 | $18K |
| Darwin Wealth Management, LLC | 0.00% | No change | 79 | $18K |
| MH & Associates Securities Management Corp. | 0.02% | No change | 79 | $17K |
| Morling Financial Advisors, LLC | 0.00% | No change | 78 | $17K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 76 | $17K |
| Milestone Investment Advisors LLC | 0.00% | No change | 76 | $17K |
| Fairman Group, LLC | 0.01% | No change | 72 | $16K |
| Wolff Wiese Magana LLC | 0.01% | No change | 72 | $16K |
| Allied Private Wealth LLC | 0.01% | — | 72 | $16K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 70 | $15K |
| Peachtree Investment Partners, LLC | 0.00% | Add +1.5% | 69 | $15K |
| Financial Life Planners | 0.01% | No change | 67 | $15K |
| Kroeger Financial Partners | 0.01% | — | 64 | $14K |
| Founders Financial Alliance, LLC | 0.00% | No change | 63 | $14K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 63 | $14K |
| Vision Retirement, LLC | 0.00% | No change | 62 | $14K |
| Salem Investment Counselors Inc. | 0.00% | No change | 57 | $13K |
| NWK Group, Inc. | 0.00% | No change | 57 | $13K |
| NorthAvenue LLC | 0.01% | No change | 56 | $12K |
| Park Place Capital Corp | 0.00% | No change | 55 | $12K |
| one8zero8, LLC | 0.00% | No change | 55 | $12K |
| Ameriflex Group, Inc. | 0.00% | Reduce -6.9% | 54 | $12K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 54 | $12K |
| Jackson, Grant Investment Advisers, Inc. | 0.00% | No change | 53 | $12K |
| Signaturefd, LLC | 0.00% | Reduce -74.6% | 53 | $12K |
| Financial Consulate, Inc. | 0.00% | No change | 51 | $11K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -23.1% | 50 | $11K |
| Richardson Capital Management LLC | 0.00% | No change | 45 | $10K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 45 | $10K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 44 | $10K |
| Highline Wealth Partners LLC | 0.00% | No change | 44 | $10K |
| Richardson Financial Services Inc. | 0.01% | Reduce -50.6% | 44 | $10K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 42 | $9K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 40 | $9K |
| Provident Wealth Management, LLC | 0.00% | New | 40 | $9K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 39 | $9K |
| Dunhill Financial, LLC | 0.00% | No change | 37 | $8K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 37 | $8K |
| RMG Wealth Management LLC | 0.00% | New | 35 | $8K |
| Fiduciary Advisors, Inc. | 0.01% | No change | 35 | $8K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 35 | $8K |
| Robinswood Financial LLC | 0.00% | No change | 34 | $8K |
| Breakwater Investment Management | 0.00% | No change | 31 | $7K |
| Noble Wealth Management PBC | 0.00% | No change | 30 | $7K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -87.4% | 28 | $6K |
| Godsey & Gibb, Inc. | 0.00% | No change | 27 | $6K |
| Burk Holdings LLC | 0.00% | No change | 26 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -3.7% | 26 | $6K |
| Longview Financial Advisors LLC | 0.00% | No change | 22 | $5K |
| Hickory Point Bank & Trust | 0.00% | No change | 22 | $5K |
| WealthShield Partners, LLC | 0.00% | Reduce -97.2% | 22 | $5K |
| Tidemark, LLC | 0.00% | New | 20 | $4K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 19 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 19 | $4K |
| Continuum Advisory, LLC | 0.00% | New | 17 | $4K |
| Chilton Capital Management LLC | 0.00% | Reduce -33.3% | 16 | $4K |
| Millstone Evans Group, LLC | 0.00% | No change | 16 | $4K |
| Broadwater Capital Management LLC | 0.00% | No change | 15 | $3K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 15 | $3K |
| Compass Financial Management LLC | 0.00% | — | 15 | $3K |
| New Republic Capital, LLC | 0.00% | No change | 14 | $3K |
| Delos Wealth Advisors, LLC | 0.00% | New | 13 | $3K |
| Accent Capital Management, LLC | 0.00% | No change | 13 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 12 | $3K |
| Anchor Bay Capital, Inc. | 0.00% | — | 10 | $2K |
| Clean Yield Group | 0.00% | New | 8 | $2K |
| Maryland Capital Advisors Inc. | 0.00% | — | 7 | $2K |
| Concord Wealth Partners | 0.00% | New | 5 | $1K |
| Three Bearings Fiduciary Advisors, Inc. | 0.00% | No change | 4 | $885 |
| Kilter Group LLC | 0.00% | No change | 4 | $885 |
| Bell Investment Advisors, Inc | 0.00% | No change | 4 | $885 |
| Nemes Rush Group LLC | 0.00% | No change | 4 | $885 |
| GGM Financial LLC | 0.00% | Reduce -84.2% | 3 | $724 |
| Synergy Investment Management, LLC | 0.00% | New | 3 | $665 |
| Activest Wealth Management | 0.00% | No change | 3 | $664 |
| SJS Investment Consulting Inc. | 0.00% | No change | 3 | $664 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 2 | $442 |
| Spurstone Advisory Services, LLC | 0.00% | New | 1 | $222 |
| Quaker Wealth Management, LLC | 0.00% | No change | 1 | $222 |
| Tsfg, LLC | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is IWN's weight in each manager's 13F, not the share of iShares Russell 2000 Value E the manager owns.